+367.2%
PCAR vs SUI
+108.4%
+258.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -0.5% | -2.8% | +2.3% | +0.3% |
| 30D | -6.2% | -1.2% | -5.1% | -6.0% |
| 3M | +5.9% | -1.7% | +7.6% | +6.1% |
| 6M | +0.4% | -10.5% | +10.9% | +3.3% |
| YTD | +14.8% | -1.8% | +16.7% | +14.9% |
| 1Y | +30.1% | -4.1% | +34.2% | +31.0% |
| 3Y | +66.7% | +11.3% | +55.4% | +58.9% |
| 5Y | +166.1% | -32.1% | +198.2% | +187.2% |
| All | +367.2% | +108.4% | +258.9% | +341.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling